Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,750 | $134,001-20.3% | $112,258-4.9% | $134,509-20.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.64% | 47.15%-58.8pp | 27.47%-39.1pp | 418.13%-429.8pp |
| Employer contribution / active EE | $1,234 | $4,039-69.5% | $3,636-66.1% | $4,741-74.0% |
| Participant deferral / active EE | $770 | $5,291-85.4% | $4,728-83.7% | $6,400-88.0% |
| Admin fee / account holder | $49,934 | $7,491+566.6% | $6,411+678.8% | $11,427+337.0% |